Professional

Included in the price

• Clients and matters, with status, decisions and next steps
• Quotes, fees to invoice and to collect, reminder drafts
• Time per engagement, for hourly billing or to know what a client costs
• Professional deadlines: insurance, memberships, certified email and digital signature
• Training: courses, credits and reading list

The price also includes the basic features shared by every package: summary of the day, reminders, notes and projects.

Extensions

Each extension adds features to the package and is paid once, at the price shown. Extensions are chosen in the configuration, after adding the package.

Limits

• It does not do the technical work of the profession: no opinions, diagnoses or calculations for clients.
• It does not store patients' health data; for client-facing work a code can replace the person's name.
• It does not issue invoices or send anything: it prepares drafts and reminders.